Liquidity

Latest Episodes:

E1: Michael Kim, Jason Calacanis, and David Weisburd on VC marks, Keith Rabois back at Khosla, and more Jan 12, 2024

Show notes

(0:00) David Weisburd, Michael Kim, and Jason Calacanis dive into the world of LPs and GPs

(1:07) Exploring doubts LPs may have about how VCs are marking startups

(6:08) Jason's strategy as an LP in funds and the search for a universal gold standard in LP benchmarks

(8:39) Why LPs might be incentivized to allow markups from GPs

(11:13) LP portfolio management best practices

(17:25) Evaluating different GP strategies for secondary deals

(22:05) Comparing "idealistic" and "pragmatic" fund manager archetypes, and what the right number is for a founder to sell in secondary

(30:00) Breaking down Keith Rabois leaving Founders Fund to return to Khosla Ventures

(38:34) Challenges and responsibilities of starting a new venture firm

(42:59) Bill Ackman’s crusades, how LPs look at backing outspoken GPs

https://twitter.com/Jason

https://twitter.com/MKRocks

https://twitter.com/DWeisburd

LinkedIn:

https://www.linkedin.com/in/jasoncalacanis

https://www.linkedin.com/in/michael-kim-cendana-capital

https://www.linkedin.com/in/dweisburd

Liquidity Trailer Jan 10, 2024

Show notes

A message from Jason:

We are excited to announce that we're rebranding our Angel Podcast and our yearly Angel Summit event as LIQUIDITY.

While I started as an angel investor and Scout, I've invested out of venture funds for the past decade. Our fund sizes have increased over time, and we're a 20+ person team at LAUNCH (my venture firm). Our investor base started with individual investors but has grown to include more institutions.

So, the event and podcast have expanded their mandate as well.

The LIQUIDITY podcast will feature a rotating cast of guests, including general partners, limited partners, public market investors, and angel investors.

You can subscribe to LIQUIDITY on Spotify, Apple Podcasts, and YouTube.

The LIQUIDITY event will be in Napa from June 2nd to 4th. We will open registration shortly.

Stay tuned for more, and thanks for subscribing!

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